| Assets under management | $68M | $71.5M | $64.6M |
|---|---|---|---|
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 1 | 3 |
| Individual clients | 152 | 218 | 131 |
| Assets per client | $448K | $328K | $493K |
| Clients per advisor | 51 | 218 | 44 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | 2 |
| People on Advicer.bio | 3 | 1 | 3 |
From each firm's latest Form ADV (Feb 2026, Sep 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.